-38.5%
INTU vs PFG
+70.7%
-109.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.8% | -2.8% |
| 7D | -7.1% | +5.5% | -12.6% | -8.9% |
| 30D | +1.5% | +2.4% | -0.9% | +0.5% |
| 3M | +10.7% | +13.6% | -2.9% | +5.4% |
| 6M | -23.8% | +27.9% | -51.7% | -30.9% |
| YTD | -49.3% | +35.6% | -84.9% | -55.1% |
| 1Y | -49.7% | +48.5% | -98.1% | -57.1% |
| All | -38.5% | +70.7% | -109.2% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling